LinkPoint Connect for Salesforce Tutorial Lotus Notes Edition

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Email Tutorial

Lotus Notes Edition

LinkPoint Connect for Salesforce

Lotus Notes

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1. How to record an outbound Email from Lotus Notes into Salesforce.

2. How to record an inbound Email from Lotus Notes into Salesforce.

Overview

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How to record an outbound Email

from Lotus Notes into Salesforce.

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Based on your Companies installation,

you may have a

“LinkPoint” dropdown button.

LinkPoint can be accessed via the

“Actions” menu in Lotus Notes.

How to record an outbound Email

from Lotus Notes to Salesforce

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You can address the email by typing an email address, selecting a recipient from your Lotus Notes

address book, or by using the LinkPoint Salesforce Address book.

How to record an outbound Email

from Lotus Notes to Salesforce

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How to record an outbound Email from Lotus Notes to Salesforce

To use the LinkPoint Address book, enter any part of a Contact last name or

email address and click “Go”.

LinkPoint will return all contacts or

leads containing the search criteria.

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How to record an outbound Email from Lotus Notes to Salesforce

● Select a Contact or Lead and click the “To”, “CC”, or “BCC” to move the address to the recipient list.

● You can also “Remove” selected

addresses from the recipient list.

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The recipients are placed in the appropriate fields and you can continue composing your email.

How to record an outbound Email

from Lotus Notes to Salesforce

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You can also attach documents from your Salesforce

document library.

How to record an outbound Email

from Lotus Notes to Salesforce

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How to record an outbound Email from Lotus Notes to Salesforce

You can choose documents from your Salesforce document

library to attach to your e-mail.

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To send the email and record it to Salesforce, click the

“CRM Send” or

“CRM Send and File” option.

How to record an outbound Email

from Lotus Notes to Salesforce

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● The LinkPoint email window is used to identify how to record the email into Salesforce.

● By default, the recipients and their opportunities, cases and other related items are

presented. Additionally, you can search other records.

● You can create a Follow Up Task or Appointment for that e-mail in Salesforce.

● The Task or

Appointment will be associated to the selected reference.

How to record an outbound Email

from Lotus Notes to Salesforce

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How to record an outbound Email from Lotus Notes to Salesforce

• You can also choose to store email attachments in Salesforce

• Click “Record Now” to send

the email via Lotus Notes

and record the email to

Salesforce or “Cancel” to

return to Lotus Notes.

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The email has been recorded in the Activity History section

in Salesforce.

Attachments are stored in the Notes & Attachments section.

How to record an outbound Email

from Lotus Notes to Salesforce

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By clicking the email, Salesforce will display the details of the message and a listing of all attachments that were included on the email.

How to record an outbound Email

from Lotus Notes to Salesforce

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How to record an inbound Email

from Lotus Notes into Salesforce.

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Select the email in Lotus Notes that you

would like to record into Salesforce.

How to record an inbound Email

from Lotus Notes to Salesforce

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To record this email to Salesforce, click “Actions”,

then “LinkPoint”, and

“Record to CRM”.

How to record an inbound Email

from Lotus Notes to Salesforce

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● The LinkPoint email window is used to

identify how to record the email into Salesforce.

● By default, the recipients and their opportunities, cases and other related items are presented.

● Additionally, you can search other records.

How to record an inbound Email

from Lotus Notes to Salesforce

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● You can create a Follow Up Task or Appointment for that e-mail in Salesforce.

● The Task or Appointment will be associated to the selected reference.

How to record an inbound Email from Lotus Notes to Salesforce

● The LinkPoint email window is used to identify how to record the email into Salesforce.

● By default, the recipients and their opportunities, cases and other related items are

presented. Additionally, you

can search other records.

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● If the Contact not found, it will be listed in the

“Unknown Email Addresses” tab.

● You can then either add that Contact to Salesforce and record the email back to that Contact, or search for another Account,

Contact, Opportunity or Case to record it to.

How to record an inbound Email

from Lotus Notes to Salesforce

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● You can also choose to store the email attachments in Salesforce

● Click “Record Now” to send the email via Lotus Notes and record the email to Salesforce or “Cancel” to return to Lotus Notes.

How to record an inbound Email

from Lotus Notes to Salesforce

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The email has been recorded in the Activity History section

in Salesforce.

Attachments are stored in the Notes & Attachments

section.

How to record an inbound Email

from Lotus Notes to Salesforce

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By clicking the email, Salesforce will display the details of the message and a listing of all attachments that were included on the email.

How to record an inbound Email

from Lotus Notes to Salesforce

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Sales: 732-212-8401 Support: 732-212-8403

E-mail: [email protected] Web: http://www.linkpoint360.com

The LinkPoint E-mail tutorial is now complete.

Please contact us for additional Sales or Support questions.

Contact Information